New York Life Investments Active ETF Trust - MMCA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NEW YORK LIFE INSURANCE CO | History | New | 1,151,544 | 25,132 | 5.51% | — | 1 | +1,151,544 | New | Q4 2025 | Feb 11, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 485,049 | 10,586 | 0.09% | 0.09% | 2 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Weil Company, Inc. | History | Added to | 440,127 | 9,605 | 2.21% | 2.24% | 3 | +11,659 | 2.72% | Q4 2025 | Jan 14, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 123,871 | 2,710 | 0.26% | 0.18% | 4 | +41,078 | 49.62% | Q4 2025 | Jan 23, 2026 |
| Entruity Wealth, LLC | History | Added to | 115,356 | 2,517 | 1.79% | 1.86% | 5 | +5,205 | 4.73% | Q4 2025 | Feb 03, 2026 |
| FF Advisors,LLC | History | New | 48,891 | 1,067 | 0.48% | — | 6 | +48,891 | New | Q4 2025 | Feb 13, 2026 |
| Brio Consultants, LLC | History | Added to | 48,046 | 1,048 | 0.14% | 0.14% | 7 | +988 | 2.1% | Q4 2025 | Feb 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 33,041 | 721 | 0.0% | 0.0% | 8 | +6,721 | 25.54% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 24,429 | 533 | 0.04% | 0.04% | 9 | +77 | 0.32% | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | New | 22,760 | 496 | 0.0% | — | 10 | +22,760 | New | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 22,126 | 482 | 0.01% | 0.0% | 11 | +12,243 | 123.88% | Q4 2025 | Feb 17, 2026 |
| Avantax Planning Partners, Inc. | History | New | 15,006 | 327 | 0.01% | — | 12 | +15,006 | New | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | New | 12,550 | 273 | 0.0% | — | 13 | +12,550 | New | Q4 2025 | Mar 16, 2026 |
| Wedmont Private Capital | History | No change | 11,448 | 250 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 10,650 | 232 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,500 | 141 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 2,644 | 57 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 1,400 | 30 | 0.0% | — | 18 | +1,400 | New | Q4 2025 | Feb 17, 2026 |
| Sunrise Financial Services, LLC | History | New | 700 | 15 | 0.01% | — | 19 | +700 | New | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,475 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -229 | -100.0% | Q3 2025 | Nov 13, 2025 |